{"id":480,"date":"2016-09-21T15:34:43","date_gmt":"2016-09-21T03:34:33","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=480"},"modified":"2020-12-07T09:01:44","modified_gmt":"2020-12-06T20:01:44","slug":"a292","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a292\/","title":{"rendered":"Edit action form"},"content":{"rendered":"<div class='content-column three_fourth'>This <a href=\"\/help\/a7\">popup<\/a> form can be accessed via the <a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_button.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-152\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_button.svg\" alt=\"Edit button icon\" width=\"25\" height=\"23\" \/><\/a>edit button in the top header area of the action view page, as shown in Figure 1. Alternatively you can access the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/edit.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-70\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/edit.svg\" alt=\"Edit icon\" width=\"22\" height=\"22\" \/><\/a>edit popup form via the  <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"actions_icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\" alt=\"Actions menu icon\" width=\"23\" height=\"22\" \/><\/a>actions column menu of the <strong>Actions<\/strong> tab at any of the parent view pages (e.g. <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-137\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\" alt=\"Contact details icon\" width=\"20\" height=\"20\" \/><\/a>organisation, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a>programme, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\" alt=\"Project icon\" width=\"23\" height=\"22\" \/><\/a>project, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-233\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\" alt=\"Subproject icon\" width=\"24\" height=\"19\" \/><\/a>sub-project etc), as shown in Figure 2.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_action_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7967\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_action_1.png\" alt=\"\" width=\"343\" height=\"47\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 1 &#8211; Access via edit button<\/strong><\/p>\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_action_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7968\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_action_2.png\" alt=\"\" width=\"1229\" height=\"150\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 2 &#8211; Access via actions tab<\/strong><\/p>\r\n<p style=\"text-align: left;\">This popup is shown in Figure 3 and is used to edit an existing <a href=\"\/help\/a290\">action<\/a>.<\/p>\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_action_3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7969\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_action_3.png\" alt=\"\" width=\"744\" height=\"401\" \/><\/a>\r\n<strong>Figure 3 &#8211; Edit action form<\/strong><\/p>\r\nThe form has the following fields:\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th scope=\"row\">Parent asset:<\/th>\r\n<td>This <em>read-only<\/em> field shows which asset this action is on.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Reference<sup><em>*<\/em><\/sup>:<\/th>\r\n<td>This shows the unique reference assigned to this action. NOTE: If you are going to edit this reference, you must make sure that this stays unique across the whole of the parent asset.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Description:<\/th>\r\n<td>Enter or edit the description of this action here.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Priority:<\/th>\r\n<td>You can specify or change the priority for this action here. You can sort actions by their priority in the action tables.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Due date:<\/th>\r\n<td>Select or change the due date for this action here. You may manually enter or edit the date using one of the <a href=\"\/help\/a6\">date formats<\/a>, or you can choose the date using <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/calendar.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-2137\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/calendar.svg\" alt=\"choose date icon\" width=\"20\" height=\"19\" \/><\/a>calendar control.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Owner:<\/th>\r\n<td>Use this drop-down list to select or change the owner of this action from this list of users provided.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\nOnce you are happy with your entries click the &#8220;<strong>Update action<\/strong>&#8221; button at the bottom of the form. This will update the action with the details that you supplied.\r\n\r\nClick the &#8220;<strong>Cancel<\/strong>&#8221; button if you no longer want to update the action.<\/div>\r\n<div class='content-column one_fourth last_column'><h4>Related topics<\/h4>\r\n<ul>\r\n \t<li><a href=\"\/help\/a290\">Actions<\/a><\/li>\r\n \t<li><a href=\"\/help\/a295\">Calendar control<\/a><\/li>\r\n \t<li><a href=\"\/help\/a291\">Add action form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201330\">Move action form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201331\">Escalate action form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201332\">De-escalate action form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a293\">Delete action form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a294\">View action page<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  This popup form can be accessed via the edit button in the top header area of the action view page, as shown in Figure 1. Alternatively you can access the edit popup form via the  actions column menu of the Actions tab at any of the parent view pages (e.g. organisation, programme,<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":68,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-480","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Edit action form - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Edit action form\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a292\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Edit action form - 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